Chargebee

APRIL 9, 2024

The "2024 State of Subscriptions & Revenue Growth Report" reveals a pivotal shift in the subscription sector. With 96% of leaders anticipating revenue growth, the focus intensifies on customer retention and AI-driven efficiency. Despite optimism, challenges like price adjustments loom.

Subscription 52

Subscription Payment Features Revenue AI 52

Clouded Judgement

APRIL 26, 2024

What was arguably more impressive (and a better indicator of what’s to come for the rest of infrastructure software than overall Azure growth) was the Azure growth excluding AI Services (since Azure uniquely benefits from this). If I take my best guess at pulling out AI Services from overall Azure, I get to the data in the below graph.

Azure 177

Azure Cloud Software AI 177

Clouded Judgement

MARCH 1, 2024

Anything AI related has always been “hot,” but it has really hit a fever pitch in the last few months. What’s most interesting about this, is a lot of the darling AI companies from last year have really slowed down, but everyone seems to have forgotten this and is ready to “find the next big thing.”

Cloud 311

Cloud AI Investment Metrics 311

Blulogix

FEBRUARY 24, 2024

Revolutionizing Revenue: What is the Role of AI and Machine Learning in Agile Monetization? This blog post delves into how AI and ML are shaping the future of agile monetization, enhancing the way businesses approach billing, customer engagement, and revenue optimization.

Artificial Intelligence 52

Artificial Intelligence Machine Learning AI Search AI 52

Clouded Judgement

DECEMBER 1, 2023

Couple takeaways for me: 2024 is shaping up to be the “prototype to production” year for AI. A strong data foundation is critical for an effective AI strategy! This was repeated quite a few times AI tends to be additive budget for large enterprises. This year, there was tons of experimentation.

AWS 293

AWS Cloud AI Search Cost optimization & reporting 293

Blulogix

FEBRUARY 19, 2024

This blog post delves into advanced strategies that can help subscription services foster deeper connections with their customers, thereby improving retention rates and fostering brand loyalty. Retention, on the other hand, focuses on maintaining these subscribers over time, turning them into loyal advocates for your brand.

Retention 52

Retention Engagement Strategy AI Search 52

User Pilot

JULY 31, 2023

Looking to power up your retention marketing strategy? The big deal is turning them into paying customers who keep renewing their subscriptions long-term. This article will show you practical strategies to crack the customer retention code and maintain sustainable recurring revenue. What is retention marketing?

Retention 98

Retention Strategy Marketing SaaS 98

Clouded Judgement

APRIL 11, 2024

net retention and CAC payback). Who are the real AI winners. Azure has gone back above trend as they’ve benefited quite a bit form the recent AI boom There’s many ways of answering the question of “is software rebounding” when looking at performance from Q4. Is Software Rebounding?

Cloud 177

Cloud Software Azure AWS 177

User Pilot

APRIL 6, 2023

A powerful AI tool can be the perfect companion to your customer success platform. However, AI tools also come with their own caveats. In this article, we will explore: How to leverage AI tools for customer success and retention. Best AI tools for customer success managers (CSMs).

AI 98

AI Customer Success ChatGPT Management 98

Clouded Judgement

JANUARY 26, 2024

Many public software companies don’t report ARR, so I’ll take the quarterly subscription revenue and multiply it by 4 to approximate ARR. And here is a passage from their earnings transcript talking about AI: Let's spend some time framing the dimensions of this new AI world. The Gen AI investments are coming.

Cloud 161

Cloud Marketplace as a Service AI Subscription 161

Subscription Flow

JANUARY 30, 2024

SaaS renewal management’s primary goal is to increase customer retention and in turn, recurring revenue growth. To encourage your customers to renew their subscriptions at the end of their term, a number of procedures and tactics are involved in devising your B2B SaaS renewal strategy.

SaaS Payments 59

SaaS Payments B2B Strategy Payment Services 59

Clouded Judgement

MAY 10, 2024

So far - you’re either tied to AI tailwinds, or it’s rough out there. And in the public universe, it’s really only been the hyperscalers who’ve benefited from AI. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4).

Cloud 161

Cloud Software GCP(Google Cloud Platform) Azure 161

CustomerSuccessBox

APRIL 27, 2021

In a subscription economy, customer retention is a necessary focus for business as a SaaS customer only pays 5-15% of total potential Lifetime Value upfront, the rest will only come in as future revenue IF you’re able to retain that customer. One step missed can bring a huge impact on your saas retention rate.

Retention 52

Retention Payment Features Software Review Churn 52

Clouded Judgement

FEBRUARY 2, 2024

So what you're seeing is much more of that continuous cycles by customers, both when it comes to AI or whether it comes to the traditional workloads.” Sometimes new workloads are AI related. They also are seeing AI revenue (largely compute) show up sooner than anyone else. ” What’s the TLDR?

Cost optimization & reporting 161

Cost optimization & reporting Cloud Azure AWS 161

SaaStr

JANUARY 31, 2021

“The Current State of SaaS Companies, Subscriptions and Retention with ProfitWell” A great update from a version of this data just after Covid hit. #3. Learn how they build a high-retention culture. #10.

Scale 255

Scale Technical Review AI Sales Enablement 255

Clouded Judgement

NOVEMBER 10, 2023

When I think about the monetization of AI (and which “layers” monetize first) I’ve always thought it would follow the below order, with each layer lagging the one that comes before it. Model providers (OpenAI, Anthropic, etc as companies start building out AI). 2024 will be the year of AI applications!

Cloud 183

Cloud Artificial Intelligence AI GCP(Google Cloud Platform) 183

Andreessen Horowitz

APRIL 23, 2024

They discussed the wide-ranging implications that generative AI will have across fintech and how it will boost jobs, rather than replace them. Alex Immerman: If 2023 was the year of efficiency, 2024 is the year of generative AI. My general view is that every part of AI will be way better next year. Mind sharing?

Payments 98

Payments Forecasting Payment Services Payment Solutions 98

Clouded Judgement

OCTOBER 27, 2023

Further they said: “For H2 [H2 for their fiscal year is the quarters ending March ‘24 and June ‘24], assuming the optimization and new workload trends continue and with the growing contribution from AI, we expect Azure revenue growth in constant currency to remain roughly stable compared to Q2.”

Cost optimization & reporting 152

Cost optimization & reporting Cloud Azure AWS 152

Clouded Judgement

OCTOBER 20, 2023

These are thought to be the early AI winners, largely due to all of the compute they’re selling to power GenAI applications. However, it’s important to keep in mind that while hype and expectations are quite high around AI, true enterprise buying cycles typically lag.

Cloud 161

Cloud Azure AWS Software Review 161

Clouded Judgement

JUNE 9, 2023

Expansion revenue is still declining (we see this in falling net retention rates), but gross retention remains strong. Usage on Snowflake is driven by queries run on Snowflake Azure: Neutral Tone With Strength in AI Overall I’d characterize Azure’s quarter as a net positive.

Trends 130

Trends Cloud Azure AWS 130

User Pilot

MARCH 7, 2024

Other popular user engagement metrics include user activation rate , DAUs/WAUs/MAUs , user stickiness , product usage frequency, NPS, CSAT , customer retention rate , and customer churn rate. AI writing assistants help teams make their microcopies concise but informative and engaging. CSAT = (10/200) x 100 = 5% CSAT.

Engagement 105

Engagement Metrics Underperforming Technical Team Scale 105

Clouded Judgement

MARCH 31, 2023

How Will AI Effect Software Business Models? Like many, I’ve been thinking about how AI and foundation models will effect the world of software. In particular - how AI will effect software business models. The challenge with AI is that it introduces another (potentially large) component to COGS. Double the price!

Cloud 130

Cloud Sales Hiring AI Headcount 130

Blulogix

FEBRUARY 27, 2024

Technological Innovations: Delving deeper into the role of AI, machine learning, blockchain, and other emerging technologies, the whitepaper explores how these advancements are revolutionizing billing, subscription management, and customer engagement. The whitepaper is available for you on BluLogix.com, no registration required.

AI Search 88

AI Search Machine Learning Artificial Intelligence Blockchain 88

Intercom, Inc.

NOVEMBER 30, 2021

Adopting the right strategy will help you scale your personalized support without scaling your costs, which will have the knock-on effect of increasing your customer satisfaction (CSAT) and customer retention. Reporting and AI-powered conversational insights. Subscription payment and management: Stripe. Team Inbox.

Technical Review 249

Technical Review Customer Support Payment Methods Payment Solutions 249

SaaStr

OCTOBER 20, 2022

Capacity is an AI-powered support automation platform that connects your entire tech stack to answer questions, automate repetitive support tasks, and assemble solutions to any business challenge. ChurnZero is the Customer Success platform and partner for growing SaaS and subscription businesses.

Scale 218

Scale compliance Healthcare AI 218

User Pilot

APRIL 29, 2024

A good SaaS renewal strategy helps drive customer retention , increases the customer lifetime value , and improves your monthly recurring revenue. The renewal rate is calculated as the number of customers who renew their subscription divided by the total number of customers up for renewal at any given period.

SaaS Payments 102

SaaS Payments Business SaaS Payment Solutions 102

Clouded Judgement

OCTOBER 13, 2023

Some of the optimism for longer term budget growth comes from AI/LLM spend. Most public companies don’t report net new ARR, so I’m taking an implied ARR metric (quarterly subscription revenue x 4). Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.

Cloud 169

Cloud Artificial Intelligence Subscription Payment Features 169

Clouded Judgement

AUGUST 11, 2023

The good news is gross retention (ie churn) stayed constant. And everyone hoping for AI acceleration will need to wait. In summary, I don’t expect real AI tailwinds to show up in non-hyperscaler businesses in a meaningful way through the rest of 2023. The weakness they called out was from larger cloud-native businesses.

Cloud 130

Cloud Trends Azure GCP(Google Cloud Platform) 130

CustomerSuccessBox

MAY 6, 2021

From the last couple of weeks, we’ve been writing about the importance of customer retention , key metrics to track and how Customer Success can help you drive retention, and whether your organization is ready to implement Customer success software. . Want to fully maximize the value by implementing Customer Retention Software ?

Software Review 52

Software Review Retention Software Technical Review 52

Blulogix

FEBRUARY 20, 2024

This blog post explores how technology underpins successful monetization strategies, transforming the way businesses approach subscription models, pricing, and customer engagement. Data Analytics and AI: Analytics and artificial intelligence are at the heart of understanding customer behavior and preferences.

Payments 52

Payments Payment Services Artificial Intelligence Technology 52

Blulogix

DECEMBER 21, 2023

Brace yourselves for a whirlwind of AI-powered personalization, dynamic pricing ecosystems, and real-world success stories that will ignite your imagination and leave you eager to join the UBP revolution. Subscription Billing 1. This is the magic of AI-powered personalization. Dynamic discounts: Forget static tiers.

AI Search 59

AI Search AI B2B Marketplace as a Service 59

Baremetrics

MAY 13, 2021

If you’re a SaaS or eCommerce business, you have a unique situation with cash flow because of the importance of retention, recurring revenue, and dunning. By using software with an AI algorithm or other automation, you can improve the accuracy of your financial model.

Payment Services 78

Payment Services Payment Solutions Payment Methods Payments 78

Andreessen Horowitz

NOVEMBER 1, 2023

Often, these companies have an existing subscription model, and usage-based pricing sounds like it would further align their incentives with their customers’. That’s why software with human end users typically benefits from subscription models. After all, the more their customers use their product, the more revenue they capture.

Pricing 90

Pricing Compensation Subscription Payment Features 90

Totango

NOVEMBER 27, 2023

With acquisition costs proving too high in today’s constrained environment, many businesses are finally putting greater focus on nurturing existing customer relationships to ensure retention and expansion. Enterprises have a better view of how CS efforts, such as prioritizing customer expansion and retention, directly link to revenue.

Trends 92

Trends Customer Success Machine Learning Artificial Intelligence 92

Clouded Judgement

JULY 28, 2023

AI = Data + Compute I’ll continue beating this drum, but we got two great quotes from Azure and AWS this week. Satya at Microsoft said “Every AI app starts with data and having a comprehensive data and analytics platform is more important than ever.” Subscribe now Busy week! ” Data is more important than ever!

Cloud 130

Cloud Azure AWS GCP(Google Cloud Platform) 130

Subscription Flow

DECEMBER 12, 2023

Coming towards another very important factor that changes the scenario for SaaS companies is the customer retention rate. SaaS companies mostly opt for the subscription business model. When offering subscriptions, it is not just customer acquisition but also the retention rate that contributes to the success of the business.

SaaS Payments 59

SaaS Payments Payment Services Scale Payment Solutions 59

User Pilot

APRIL 29, 2024

This improves satisfaction, retention, and brand loyalty , and improves the performance of marketing strategies. This can inform user experience improvements , personalized in-app experiences, or retention strategies. Or focus retention efforts on dissatisfied users. CSAT survey) Would you consider renewing your subscription?

Payment Solutions 104

Payment Solutions SaaS Payments Payment Methods Payments 104